Senior Product Manager – Borrower Qualification

Cotality is a company focused on making the property industry faster, smarter, and more people-centric. They are seeking a detail-oriented and analytical Senior Product Manager to drive the growth and innovation of the AutomatIQ Borrower® platform, focusing on defining and executing roadmap initiatives and improving client experience in mortgage origination.

Responsibilities:

• Define and prioritize roadmap initiatives based on market trends, competitive analysis, and client VOC
• Align product enhancements with business objectives and compliance requirements
• Gather and document requirements through collaboration with clients, product managers, and development teams
• Create clear, actionable user stories and acceptance criteria for engineering teams, ensuring traceability to business goals
• Support and participate in testing activities (functional, UAT) to validate solutions against requirements
• Actively collect and analyze client feedback through demos, surveys, and support interactions
• Translate VOC insights into actionable product improvements and communicate back to stakeholders
• Participate in client-facing sessions, including demos and roadmap discussions, to strengthen relationships and trust
• Serve as a product escalation point for production issues, collaborating with Client Support and Engineering to ensure timely resolution
• Monitor support trends and identify recurring issues to inform product backlog and quality improvements
• Analyze product usage data and prepare reports on adoption, efficiency, and client satisfaction metrics
• Recommend process and workflow improvements to optimize efficiency and product performance
• Maintain complete and up-to-date documentation (requirements, workflows, user guides) aligned with Agile best practices
• Conduct competitive analysis and market research to identify trends and opportunities for differentiation

Requirements:

• Bachelor's degree in Business, Finance, Computer Science, or equivalent work history
• 4–6 years of experience in product management or related roles
• Strong understanding of APIs, data integration, and automation concepts
• Exposure to Agile methodologies and tools like Jira, Confluence, or similar
• Excellent analytical, communication, and stakeholder management skills
• Strong analytical mindset and attention to detail
• Ability to translate business needs and client feedback into clear documentation and product requirements
• Collaborative approach with ability to work cross-functionally across Product, Engineering, Client Support, and Sales
• Hands-on experience with Mortgage Borrower Verification and Qualification workflows
• Experience with Mortgage LOS (Loan Origination Systems), POS (Point of Sale platforms), and GSE systems (Freddie Mac and Fannie Mae)
• Deep understanding of compliance and audit requirements in mortgage origination
• Familiarity with mortgage origination workflows or financial services preferred